06-27-2014 10:24 AM
How should I use my Group - ID/Status tabs?? My head is spinning trying to determine the best way to set up my contacts and would really appreciate feedback. I am brand new to Act, using Pro v16.
I do biz development for a Property Management Co. We manage Commercial Properties, Apartment Complexes as well as Commercial and Residential Owners Associations. I've created a huge database of properties by address and when available, the owner(s). The property ownership records are mixed, some are Corporate owners, some are local owners and some are just a registered LLC.
For property owners, I would like to break down their type of property ownership for mailings, i.e., retail center, office building, industrial warehouse, apartment complex, HOA, etc.
In addition to property owners, I have lists of Realtors, Vendors, Developers, Accountants, Attorneys, etc.
I would also like to be able label whether each prospect is Hot, Warm, Cold, Etc.
Thanks for any guidance or suggestions,
07-02-2014 10:20 AM
You can use the ID/Status field to add people to Groups using Dynamic Group membership.
For more information, you may find the following article to be useful: